Financial Adviser (Client Manager)
Berritta Consulting
Posted 14 days ago
- Pathway to partner and maybe even buying the business long term.
- Fantastic growing company with premium client base and referral networks
- Expansion now requires a Client Manager to look after a book of long term clients
Our client is a fantastic Financial Services company with a proven track record and growing.
They have a great team culture and are big on developing their staff due to expansion plans.
Growth now requires a Client Manager to look after a book of long-term clients.
About the role:
- 150+ Clients to manage
- Holistic advice
- Full administration support provided
- The company has been in operation for many years
- Long term loyal clients and huge referral networks
- Looking for someone technically strong
- Excellent team and local reputation
- Good working environment
- Pathway to partner and maybe even buying the business long term
About you:
- 5+ years’ experience as an Adviser
- High attention to detail
- Ability to multitask and good organisational skills
Salary is dependent on experience, starting from $120k to $135k + Super + BONUS
Please send CV to [email protected]
About Berritta Consulting
This company does not have any further information provided at this time. We encourage you to research the company by searching for them to learn more about the company or role in question before applying.
Financial Adviser (Client Manager)
Berritta Consulting
Financial Adviser (Client Manager)
Berritta Consulting
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